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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BOULEVARD FAMILY WEALTH

CA FAMILY WEALTH LLC, CRD 285229

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1e7e0bc-6555-d9a2-aaee-0f9461fe1771

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 10
On other graphs: 0
Observed: Mar 15, 2017 to Mar 24, 2025
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $933MItem 5.F on the latest filing (2025-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $933M
Private client RAUM: $550MderivedItem 5.D individuals plus high net worth individuals
Private client share: 59%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 142
Individual clients: 2
High net worth clients: 10
Custody, client assets: $347M
SEC number: 801-110200
CRD: 285229
Filings on the tape: 27
First filed: Mar 15, 2017
Latest filed: Mar 24, 2025
Organised: Limited Liability Company, DE
Website: boulevardfw.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CELENZA LIVING TRUST	MANAGING MEMBER	E	yes	10/2018	Oct 25, 2018	Mar 29, 2024
CELENZA, MATTHEW, JOSEPH	GRANTOR & TRUSTEE	F	yes	10/2018	Apr 12, 2018	Mar 29, 2024
CELENZA, MATTHEW, JOSEPH	MANAGING PRINCIPAL	Na	yes	07/2017	Apr 12, 2018	Mar 29, 2024
Celenza, Pamela	GRANTOR & TRUSTEE	F	yes	10/2018	Oct 25, 2018	Mar 29, 2024
McLaughlin, Shannon, Kathleen	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	Na	yes	05/2017	Jul 7, 2017	Mar 29, 2024
SHIEH, ANDREA	DIRECTOR OF INVESTMENTS	Na	no	07/2017	Apr 12, 2018	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BOULEVARD FAMILY WEALTH SERVICES, LLC	n/a	Former SEC adviser	$2.5M	N	yes	n/a
BOULEVARD INSURANCE STRATEGIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Mar 24, 2025	$933M	$933M	5	3	n/a	n/a
2023	Mar 29, 2024	$845M	$845M	5	4	n/a	n/a
2022	Mar 24, 2023	$857M	$857M	4	4	n/a	n/a
2021	Mar 17, 2022	$912M	$912M	5	5	n/a	n/a
2020	Mar 23, 2021	$618M	$618M	5	5	n/a	n/a
2019	Mar 6, 2020	$450M	$450M	7	5	n/a	n/a
2018	Mar 11, 2019	$433M	$433M	7	5	n/a	n/a
2017	Feb 26, 2018	$516M	$516M	5	4	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$933M	$845M	10.4%	$912M	0.8%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BOULEVARD FAMILY WEALTH SERVICES, LLC	3	May 22, 2025	Sep 7, 2023	LOS ANGELES, CA	Firm absorbed	RIA to RIA	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	3	Jul 11, 2017	Jul 10, 2017	BEVERLY HILLS, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Affiliated with (1)

→ BOULEVARD FAMILY WEALTH SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Shannon Kathleen McLaughlinAdvisorregistration: previous registration
Jul 7, 2017 to May 22, 2025factForm ADV
← Matthew Joseph CelenzaAdvisorregistration: previous registration
Jul 10, 2017 to May 22, 2025factForm ADV
← Miles Ian StackpoolAdvisorregistration: previous registration
Jun 11, 2018 to May 22, 2025factForm ADV
← Brandyn Cole Kalani MonizAdvisorregistration: previous registration
Dec 23, 2024 to May 22, 2025factForm ADV
← Andrea ShiehAdvisorregistration: previous registration
Jul 7, 2017 to Jul 15, 2024factForm ADV
← Catrina Renee BeauchampAdvisorregistration: previous registration
Nov 10, 2020 to Oct 27, 2022factForm ADV

Controls (4)

← McLaughlin, Shannon, KathleenOwnerCHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, ownership code NA, individual
Jul 7, 2017 to Mar 29, 2024factForm ADV
← CELENZA, MATTHEW, JOSEPHOwnerGRANTOR & TRUSTEE, ownership code F, individual
Apr 12, 2018 to Mar 29, 2024factForm ADV
← Celenza, PamelaOwnerGRANTOR & TRUSTEE, ownership code F, individual
Oct 25, 2018 to Mar 29, 2024factForm ADV
← CELENZA LIVING TRUSTOwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 25, 2018 to Mar 29, 2024factForm ADV

Owns (1)

← SHIEH, ANDREAOwnerDIRECTOR OF INVESTMENTS, ownership code NA, individual
Apr 12, 2018 to Mar 29, 2024factForm ADV

Moved with (2)

→ BOULEVARD FAMILY WEALTH SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
May 22, 2025 to Sep 7, 2023factForm ADV
← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser3 advisors, team lift out, same day
Jul 11, 2017 to Jul 10, 2017factForm ADV

Dated events

Occurred
Jun 2, 2025
Left the SEC roster
Boulevard Family Wealth no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $933.0M)
Form ADVobserved 6 days ago
$933M
Occurred
May 22, 2025
Firm absorbed
Boulevard Family Wealth's advisors moved to Boulevard Family Wealth Services, LLC (Los Angeles, CA): 3 of 4 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
May 22, 2025
Advisor changed firm
Brandyn Cole Kalani Moniz left Boulevard Family Wealth for Americana Partners, Llc (registered 2025-04-25)
Form ADVobserved 6 days ago
Occurred
Oct 27, 2022
Advisor changed firm
Catrina Renee Beauchamp left Boulevard Family Wealth for Tlg Advisors, Inc. (registered 2023-04-20)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2022
Regulatory AUM changed
Boulevard Family Wealth reported RAUM $911.5M, up 48% from $617.6M (2021-03-23 to 2022-03-17)
Form ADVobserved 6 days ago
$294M
Occurred
Mar 23, 2021
Regulatory AUM changed
Boulevard Family Wealth reported RAUM $617.6M, up 37% from $449.5M (2020-05-14 to 2021-03-23)
Form ADVobserved 6 days ago
$168M
Occurred
Mar 23, 2021
Control person left
G Andrew Aiello (Partner) no longer on Schedule A of Boulevard Family Wealth (listed 2020-05-14, absent 2021-03-23)
Form ADVobserved 6 days ago
Occurred
Oct 26, 2018
Succession filed (Item 4)
Boulevard Family Wealth reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Feb 26, 2018
Regulatory AUM changed
Boulevard Family Wealth reported RAUM $515.8M, up 203% from $170.0M (2017-07-31 to 2018-02-26)
Form ADVobserved 6 days ago
$346M
Occurred
Mar 15, 2017
First Form ADV filing
Banff Ct., Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1e7e0bc-6555-d9a2-aaee-0f9461fe1771
First observed: Mar 15, 2017
Last observed: Mar 24, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOULEVARD FAMILY WEALTH

CA FAMILY WEALTH LLC, CRD 285229

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1e7e0bc-6555-d9a2-aaee-0f9461fe1771

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CELENZA LIVING TRUST

MANAGING MEMBER

yes

10/2018

Oct 25, 2018

Mar 29, 2024

CELENZA, MATTHEW, JOSEPH

GRANTOR & TRUSTEE

yes

10/2018

Apr 12, 2018

Mar 29, 2024

CELENZA, MATTHEW, JOSEPH

MANAGING PRINCIPAL

yes

07/2017

Apr 12, 2018

Mar 29, 2024

Celenza, Pamela

GRANTOR & TRUSTEE

yes

10/2018

Oct 25, 2018

Mar 29, 2024

McLaughlin, Shannon, Kathleen

CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER

yes

05/2017

Jul 7, 2017

Mar 29, 2024

SHIEH, ANDREA

DIRECTOR OF INVESTMENTS

07/2017

Apr 12, 2018

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BOULEVARD FAMILY WEALTH SERVICES, LLC

n/a

Former SEC adviser

$2.5M

yes

n/a

BOULEVARD INSURANCE STRATEGIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 24, 2025

$933M

n/a

2023

Mar 29, 2024

$845M

n/a

2022

Mar 24, 2023

$857M

n/a

2021

Mar 17, 2022

$912M

n/a

2020

Mar 23, 2021

$618M

n/a

2019

Mar 6, 2020

$450M

n/a

2018

Mar 11, 2019

$433M

n/a

2017

Feb 26, 2018

$516M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$933M

$845M

10.4%

$912M

0.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BOULEVARD FAMILY WEALTH SERVICES, LLC

May 22, 2025

Sep 7, 2023

LOS ANGELES, CA

Firm absorbed

RIA to RIA

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 11, 2017

Jul 10, 2017

BEVERLY HILLS, CA

Team lift out

Wirehouse to new firm

0.0%